| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 62.7 | ¤827,372 | US |
| TMUS | T-Mobile US, Inc. | 59.8 | ¤257,485 | US |
| WFC | Wells Fargo & Company | 57.0 | ¤248,651 | US |
| GS | Goldman Sachs Group, Inc. | 47.6 | ¤231,388 | US |
| LIN | Linde plc | 54.3 | ¤212,801 | GB |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| GSL | Global Ship Lease, Inc. Class A | 75.6 | ¤980 | GR |
| SBR | Sabine Royalty Trust | 50.8 | ¤990 | US |
| SAFT | Safety Insurance Group, Inc. | 57.6 | ¤1,029 | US |
| CSWC | Capital Southwest Corporation | 53.3 | ¤1,083 | US |
| DMLP | Dorchester Minerals, L.P. | 51.1 | ¤1,133 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| PEP | PepsiCo, Inc. | 49.3 | 32 | US |
| JPM | JPMorgan Chase & Co. | 62.7 | 19 | US |
| MPLX | MPLX LP | 64.9 | 19 | US |
| AMGN | Amgen Inc. | 61.9 | 18 | US |
| EPD | Enterprise Products Partners L.P. | 56.9 | 17 | US |
| PNC | PNC Financial Services Group, Inc. | 63.4 | 17 | US |
| BX | Blackstone Inc. | 52.3 | 11 | US |
| PAA | Plains All American Pipeline, L.P. | 52.2 | 11 | US |
| GRMN | Garmin Ltd. | 68.7 | 10 | CH |
| ACN | Accenture Plc Class A | 60.1 | 9 | IE |
| Average Market Cap | ¤78,455 |
| Median Market Cap | ¤43,510 |
| Avg. 3 Mo. Dollar Vol. | ¤362,538,575 |
| Avg. 3 Mo. Trading Vol. | 2,323,866 |
| Last Rebalance Date | 09/22/2025 |
| Companies Replaced | 17 |
| Biggest Sector Increase | Utilities |
| Biggest Sector Decrease | Energy |
| Trailing P/E Ratio (12 Mo.) | 17.1 |
| Forward P/E Ratio (12 Mo.) | 17.4 |
| Price/Book Ratio | 3.4 |
| Avg. Revenue Chg. - 3 Yr | 20.7% |
| Avg. Op. Income Chg. - 3 Yr. | 26.9% |
| Avg. EPS Growth - 3 Yr. | 8.6% |
| Avg. EPS Growth - 1 Yr. | 12.3% |
| Avg. Operating Margin | 25.2% |
| Avg. LT Debt to Total Capital | 53.3% |
| Avg. Return on Equity | 19.7% |
| Dividend Yield | 3.3% |
| US Income 50 Index | 56.92 |
| United States Of America | 92.0% |
| Switzerland | 2.0% |
| United Kingdom | 2.0% |
| Greece | 2.0% |
| Ireland | 2.0% |
